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2020-08-31-accounts

Charity Registration No. 1140804

GIVE IT YOUR MAX

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 AUGUST 2020

GIVE IT YOUR MAX

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees M Stotesbury
R Dolman
G Brook
L Clausen
J Cooper (Appointed 1 January 2020)
D Burles
T Stotesbury
P Riley
C Hurst-Brown
J Tacon
Charity number 1140804
Independent examiner PK Audit LLP
1 Parkshot
Richmond
Surrey
TW9 2RD

GIVE IT YOUR MAX

CONTENTS

Page
Trustees' report 1 - 4
Independent examiner's report 5
Statement of financial activities 6
Balance sheet 7
Notes to the financial statements 8 - 16

GIVE IT YOUR MAX

TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2020

The trustees present their report and financial statements for the year ended 31 August 2020.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the Charity's Charity's Trust Deed 7 March 2011 , the Charities Act 2011 and "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)".

Principal activities

The Charity's principal activity in the period under review was organising, supporting and providing facilities to disadvantaged and vulnerable children, which enables and encourages them to play tennis.

Objectives, aims and public benefit

Our mission is to enhance the lives of disadvantaged and vulnerable children from some of the most deprived areas of the UK through the game of tennis. We believe that every child should have the opportunity to play tennis. Through tennis, our aim is to promote healthy living, self confidence, respect and future aspirations for young children.

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the Charity should undertake.

Achievements and performance

With schools forced to close in March 2020 it certainly has n o t been the year that we planned for and therefore we have n o t been able to reach nearly the number of children that we hoped. Reaching only 68 unique schools and 5,347 children compared to last year’s 132 unique schools and 18,456 children, was a difficult pill for us to swallow and something that was ultimately out of our control.

Recognising the severity of the situation and the importance of offering our children consistency and a healthy outlet at home, we switched our sessions to online, led by our professional Player Ambassadors Heather Watson and Harriet Dart. We provided fun, short and simple videos that could be done with minimal parental assistance and in small spaces without expensive equipment, for instance we used rolled up socks for tennis balls and saucepans for rackets. We sent these out weekly to our schools and coaches and were delighted with the response, even though we were not able to reach the children in person we were able to reach them virtually. Through our regular communications with the schools it became apparent that a number of families were very much in need of additional help so we provided care packages for those identified families which included food, arts and crafts and iPads where needed. We were fortunate to have the support of brands such as MOMA Foods, Little Dish, The Collective Dairy and Oddbox.

It was n o t all doom and gloom, we have a new professional Player Ambassador in Harriet Dart who is GB number 3 and ranked 150 in the world on the WTA tour, Harriet joins our existing Player Ambassadors Heather Watson and Cameron Norrie. We are very lucky to have Harriet as an ambaassador, her work ethic and commitment to the game is inspirational and we are confident that the children from our programmes will warm to her as much as we have. In November 2019, Heather Watson visited our Grenfell Community Programme for the day, which is run at the Kensington Leisure Centre during the school holidays. Heather inspired the many children who attended the session, it was wonderful to see so many enthusiastic and happy children soaking up Heather’s every word.

Events wise, this academic year started with two events in quick succession; a golf day at The Berkshire Golf Club which was held jointly with the IC Philanthropy Foundation, and an evening of Bridge at the All England Lawn Tennis and Croquet Club, Wimbledon. Both events were sold out and raised a good amount of funds for GIYM with attractive auction lots on offer at the golf day and a bumper raffle at the Bridge evening. Just prior to the outbreak of the coronavirus pandemic we managed to host our popular annual wine tasting evening at Bonhams auction house in central London. Sadly, our planned events for the summer of 2020 had to be postponed due to the pandemic, so we intend to host our Tennis and Golf day at Bradfield College in 2021 as well as our Padel tennis fundraiser. To fill the events gap we hosted two online quizzes during lockdown, both hosted by Marcus Buckland with special appearances from Laura Robson, Jamie Delgado, Jamie Murray, Anne Keothavong, Harriet Dart, Mike Dickson and Barry Cowan.

GIVE IT YOUR MAX

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

As we look ahead to the next 12 months we have had to make some more adjustments to our events calendar but are hopeful that we can offer a full schedule of events in some capacity from the spring of 2021. Our postponed events will be on the calendar as well as a golf day at Swinley Forest, wine tasting at Bonhams and a new tennis clinic event during the Wimbledon Championships. It is a huge disappointment that we have had to postpone our headline fundraiser in November 2020. We were looking forward to gathering 250 people in a room at the iconic All England Lawn Tennis and Croquet Club, for an evening with GIYM Patron and revered broadcaster Sir Trevor McDonald. We are delighted that we are able to reschedule this event and will plan for an evening to remember on Thursday, 4 November 2021.

Financial review

During the period, we received a total income of £120,156 (2019: £255,540). Total expenditure of the running of the programmes and fund raising activities amounted to £178,782 (2019: £267,169). The net expenditure for the period was £64,807 (2019: £154) after net loss on investment. Charity funds totalled £504,732 at 31 August 2020 (2019: £569,539).

Reserves policy

Due to the main income stream being events fundraising, and having at present very minimal regular income resources, the Trustees consider that the Charity requires designated reserves to reduce the impact of risks to our established tennis programmes which currently number twenty. With so much uncertainty in the economy, we have worked hard to get our reserves to a sustainable level so that we can offer our programmes, and the disadvantaged and vulnerable children that we help, stability and continuity. Like with everything we do, we take a long term approach and therefore understand the importance of having adequate reserves. Every programme’s requirements is different, but in some cases we would support a programme for a further four years. The sum allocated to the designated reserves amounts to an estimate of the programme costs in addition to the salaries and other costs of running the Charity for a period of time determined by the size of the programme and the investment made by the charity and the programme manager. At the balance sheet date this amounted to £458,185 (2019: £518,934). The remaining funds will be held in the general reserve and are to be used at the Trustees' discretion for opening more programmes and developing the Charity's objectives.

Investment policy

The Trustees seek to hold in cash or building society deposits one and a half year's rolling cost of the Charity's active tennis programmes. Any resources in excess of this amount are held with Scottish Widows Charity Deposit account or managed by the Charity division at Rathbones Investment Management.

The aim of the investment policy is to achieve an investment return, after costs, that exceeds cash savings and that can protect against inflation over the time horizon in order to maintain the purchasing power of the funds. In the longer term, the portfolio aim is to pay for qualified coaches to introduce tennis to primary school age children in state schools in deprived areas of the UK.

In order to achieve the stated investment objective, the majority of the portfolio is held in equity risk assets, with a range of 55-75%, albeit at the lower end. The balance is held in liquid and diversifying assets with ranges of 10-30% and 5-25% respectively, which act as a buffer against equity volatility. The strategy is best represented by Rathbones Risk Strategy 3. This portfolio strategy sits towards the middle of their risk / return spectrum. It is the equity type risk assets which will be the main driver of growth, as the strategy aims to grow ahead of inflation (CPI) by 2%. The benchmarks utilised by them are MSCIPIMFA Income, or ARC Sterling Balanced and CPI +2%.

At 31 August 2020, the valuation of the investments in the balance sheet was at market value of £418,829 (2019: £427,048).

Risk management

The trustees have considered the risks to which the charity is exposed and they have put in place structured procedures to mitigate harm to the beneficiaries and the charity as a whole.

GIVE IT YOUR MAX

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

Future plans

Our mission remains to enhance the lives of disadvantaged and vulnerable children across the UK. We use tennis to tackle socio-cultural issues, including poor mental health, self-esteem, high levels of obesity and inactivity, tackling antisocial behaviour and gang crime and low levels of aspirations.

There is no denying that 2020 has been a challenging year health wise and economically and when we look ahead, one can only hope for calmer and waters. We are still very much in the grips of the pandemic, it is clear that we all have a vital part to play in guiding and supporting the next generation who have been, and will be, hugely impacted by C ovid-19.

As a charity we have managed to weather the storm so far but we are fully aware of the challenges that lie ahead and if there was ever a time when young children need fun, sport, health - it is now. We therefore look forward to the day when we can return to schools and offer our children the opportunity to play tennis again and to have some fun.

Looking ahead our focus is very much on getting back into schools. The pandemic has heightened our awareness to sustainability and offering the teachers within our schools training so that they are able to deliver a tennis themed PE session should our coaches not be able to reach them in-school, for whatever reason. This is something that we are planning for and hope to offer in the very near future.

We plan to launch our breakfast club in early 2021; ‘Max’s Breakfast Club’. We will go into primary state schools across the country to deliver a tennis session before the children start their academic day, catching them when they a re at their freshest and most responsive. On top of this we will offer a healthy and nutritious breakfast, all at no cost to the child or school.

Many of our programme children do n o t always get well fed at home so this way we can introduce and educate the children about healthy nutrition and make sure that they get fed. We have had a fantastic uptake from our schools and we are excited to get going.

Give It Your Max Plus has been well received to date and will continue to be a focus for the charity. Give It Your Max Plus is aimed at those children transitioning from primary to secondary school. Within the programme we offer the Give It Your Max Leadership Award which we have enhanced further to include the LTA Leaders course, a two year module based voluntary and all-inclusive programme which offers the candidate the opportunity of work experience and access to webinars, hearing from some of the leaders in the world of tennis. It is our hope that through our Leadership Award they will gain greater knowledge of the opportunities that are available through the game of tennis.

Looking to events and f undraising, we acknowledge that it is certainly going to challenge us moving forwards but we continue to positively plan for the future whilst monitoring the ongoing situation. It is imperative that we are ready to deliver our events when it is safe to do so. Raising funds in this way is vital for GIYM and we will now look to host a number of smaller and more frequent events. We want to ensure that we have an events calendar that is inclusive and gives anyone the opportunity to attend a GIYM event during the year. A major focus for us is to grow awareness and attract new support. We want to be at the forefront of people’s minds when thinking of a tennis charity and by offering a diverse range of events we can attract anyone who shares our belief that children and young people all benefit from being active and engaged in sport. In addition to our smaller events we will always look to host an event with the potential to raise significant funds for GIYM and in 2021 this will be our Evening with Sir Trevor McDonald at the All England Lawn Tennis and Croquet Club, Wimbledon which had been due to take place in November 2020.

We have evaluated our fundraising strategy and until our events are fully operational we are approaching many more trusts and foundations in an attempt to secure funding. We know that the children and young people we work with now need our help more than ever. It is our priority to ensure that we are in a position to support them as soon as our programmes can be delivered safely.

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GIVE IT YOUR MAX

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF GIVE IT YOUR MAX

I report to the trustees on my examination of the financial statements of Give It Your Max (the Charity) for the year ended 31 August 2020.

Responsibilities and basis of report

As the trustees of the Charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (the 2011 Act).

I report in respect of my examination of the Charity’s financial statements carried out under section 145 of the 2011 Act . In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Your attention is drawn to the fact that the charity has prepared financial statements in accordance with Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been withdrawn.

I understand that this has been done in order for financial statements to provide a true and fair view in accordance with Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

Annie Lee FCA ICAEW

PK Audit LLP 1 Parkshot Richmond Surrey TW9 2RD

Dated: 1 9 9 January 2021

GIVE IT YOUR MAX

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 AUGUST 2020

Unrestricted
Restricted
funds
funds
2020
2020
Notes
£
£
Income from:
Donations and legacies
3
77,796
7,638
Other trading activities
4
27,390
-
Investments
5
7,332
-
Total income
112,518
7,638
Expenditure on:
Raising funds
6
47,569
-
Charitable activities
7
124,539
6,674
Total resources
expended
172,108
6,674
Net gains/(losses) on
investments
11
(6,181)
-
Net (outgoing)/incoming
resources before
transfers
(65,771)
964
Gross transfers between
funds
5,022
(5,022)
Net movement in funds
(60,749)
(4,058)
Fund balances at 1
September 2019
562,416
7,123
Fund balances at 31
August 2020
501,667
3,065
Total
Unrestricted
Restricted
funds
funds
2020
2019
2019
£
£
£
85,434
54,226
7,123
27,390
186,265
-
7,332
7,926
-
120,156
248,417
7,123
47,569
133,254
-
131,213
133,915
-
178,782
267,169
-
(6,181)
11,475
-
(64,807)
(7,277)
7,123
-
-
-
(64,807)
(7,277)
7,123
569,539
569,693
-
504,732
562,416
7,123
Total
2019
£
61,349
186,265
7,926
255,540
133,254
133,915
267,169
11,475
(154)
-
(154)
569,693
569,539

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

GIVE IT YOIJR MAX BALLYCE SHEET ASA T31 AL'GL.ST2•28 1•19 Tingiblo 787 42?￿48 IJ 41HI19 418J29 427J35 14 C•sh 41 ltt 103A17 141IY18 103 148JOS 15 141.701 YM.732 fu￿ 7.12J 17 458.1%S 41.482 Sll.9Jl 4).482 Xll.fj67 501.rJ2 19 January 2021

GIVE IT YOUR MAX

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2020

1 Accounting policies

Charity information

Give It Your Max is an unincorporated charity created under the Trust Deed dated 7 March 2011.

1.1 Accounting convention

The financial statements have been prepared in accordance with the Charity's trust deed, the Charities Act 2011 and "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)". The Charity is a Public Benefit Entity as defined by FRS 102.

The Charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements are prepared in sterling , which is the functional currency of the Charity. Monetary a mounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Designated funds comprise funds which have been set aside at the discretion of the trustees for specific purposes. The purposes and uses of the designated funds are set out in the notes to the financial statements.

Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

1.4 Income

Income is recognised when the Charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the Charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the Charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

1.5 Expenditure

Resources expended are included in the Statement of Financial Activities in the year in which they are incurred, inclusive of any VAT which cannot be recovered.

Resources expended are allocated and apportioned between costs in furtherance of charitable objects namely coaching programme costs, support costs and governance costs.

GIVE IT YOUR MAX

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

1 Accounting policies

(Continued)

Coaching programme costs represent all costs directly incurred in the course of furthering the charity's principal objective through the provision of tennis coaching to children.

Support costs represent those costs incurred through the administration of the charity's activities in furtherance of the charity's principal objective.

Costs incurred in assisting the trustees in their stewardship of the charity are classified under governance costs.

1.6 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Computers

25% reducing balance basis

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in net income/(expenditure) for the year.

1.7 Fixed asset investments

Fixed asset investments are initially measured at transaction price excluding transaction costs, and are subsequently measured at fair value at each reporting date. Changes in fair value are recognised in net income/(expenditure) for the year . Transaction costs are expensed as incurred.

1.8 Impairment of fixed assets

At each reporting end date, the Charity reviews the carrying amounts of its tangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any ) .

1.9 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less .

1.10 Financial instruments

The Charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the Charity's balance sheet when the Charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price . There are no financial assets classified as receivable more than one year, which need to be amortised.

GIVE IT YOUR MAX

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

1 Accounting policies

(Continued)

Basic financial liabilities

Basic financial liabilities, including creditors are initially recognised at transaction price . There are no financial liabilities classified as payable more than one year, which need to be amortised.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the Charity’s contractual obligations expire or are discharged or cancelled.

2 Critical accounting estimates and judgements

In the application of the Charity’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

3 Donations and legacies

Unrestricted
Restricted
funds
funds
2020
2020
£
£
Donations and gifts
70,698
7,638
Grant receivable
7,098
-
77,796
7,638
Grants receivable for
core activities
Coronavirus Job Retention
Scheme grant
7,098
-
7,098
-
Total
Unrestricted
Restricted
funds
funds
2020
2019
2019
£
£
£
78,336
54,226
7,123
7,098
-
-
85,434
54,226
7,123
7,098
-
-
7,098
-
-
Total
2019
£
61,349
-
61,349
-
-

GIVE IT YOUR MAX

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

4 Other trading activities

Unrestricted Unrestricted
funds funds
2020 2019
£ £
Dinner tickets and auctions - 178,655
Fundraising events 27,390 -
Other - 7,610
Other trading activities 27,390 186,265

5 Investments

Unrestricted Unrestricted
funds funds
2020 2019
£ £
Income from listed investments 7,061 7,317
Bank interest 35 508
Interest receivable 236 101
7,332 7,926
Raising funds
Unrestricted Unrestricted
funds funds
2020 2019
£ £
Fundraising events
Staging fundraising events 10,303 130,348
November 2018 Ball 28,533 -
Other fundraising costs 4,800 -
43,636 130,348
Fund management 3,933 2,906
47,569 133,254

6 Raising funds

GIVE IT YOUR MAX

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 AUGUST 2020

7 Charitable activities

Coaching programme
Disability programme
Other
Share of support costs (see note 8)
Share of governance costs (see note 8)
Analysis by fund
Unrestricted funds
Restricted funds
Support costs
Support costs Governance
costs
£
£
Marketing and PR services
17,775
-
Sundry expenses
2,706
-
Bank charges
383
-
Depreciation
197
-
Salaries and wages
30,578
-
Insurance
396
-
Professional services
4,435
-
Pension costs
1,226
-
Accountancy fees
5,440
2,100
Computer running costs
1,400
-
64,536
2,100
Analysed between
Charitable activities
64,536
2,100
2020
£
63,230
825
522
64,577
64,536
2,100
131,213
124,539
6,674
131,213
2020Support costs
Governance
costs
£
£
£
17,775
11,338
-
2,706
-
-
383
316
-
197
262
-
30,578
8,753
-
396
-
-
4,435
9,661
-
1,226
865
-
7,540
3,000
3,800
1,400
-
-
66,636
34,195
3,800
66,636
34,195
3,800
2019
£
90,036
3,750
2,134
95,920
34,195
3,800
133,915
133,915
-
133,915
2019
£
11,338
-
316
262
8,753
-
9,661
865
6,800
-
37,995
37,995

8 Support costs

Governance costs includes payments to the independent examiner of £2,100 for the independent examination (2019: £3,800).

GIVE IT YOUR MAX

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

9 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the Charity during the year.

10 Employees

Number of employees

The average monthly number of employees during the year was:

2020 2019
Number Number
Chief Executive 1 1
Coaching staff 1 1
2 2

There were no employees whose annual remuneration was £60,000 or more.

11 Net gains/(losses) on investments

Unrestricted Unrestricted
funds funds
2020 2019
£ £
Revaluation of investments 933 13,302
Loss on sale of investments (7,114) (1,827)
(6,181) 11,475

GIVE IT YOUR MAX

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 AUGUST 2020

12 Tangible fixed assets
Computers
£
Cost
At 1 September 2019 2,250
At 31 August 2020 2,250
Depreciation and impairment
At 1 September 2019 1,463
Depreciation charged in the year 197
At 31 August 2020 1,660
Carrying amount
At 31 August 2020 590
At 31 August 2019 787
13 Fixed asset investments
Listed
investments
£
Cost or valuation
At 1 September 2019 427,048
Additions 115,254
Valuation changes 933
Disposals (124,996)
At 31 August 2020 418,239
Carrying amount
At 31 August 2020 418,239
At 31 August 2019 427,048

GIVE IT YOUR MAX

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

13 Fixed asset investments

(Continued)

Fair value of financial assets carried at amortised cost

Except as detailed below the trustees believe that the carrying amounts of financial assets carried at amortised cost in the financial statements approximate to their fair values.

Financial assets Carrying amount Carrying amount Carrying amount Fair value
2020 2019 2020 2019
£ £ £ £
Listed investments 418,239 427,048 418,239 427,048
14 Debtors
2020 2019
Amounts falling due within one year: £ £
Other debtors 108 6,207
Prepayments and accrued income 283 -
391 6,207
15 Creditors: amounts falling due within one year
2020 2019
£ £
Other creditors 17,905 6,601
16 Restricted funds
The income funds of the charity include restricted funds comprising the following unexpended balances of donations
and grants held on trust for specific purposes:
Movement in Movement in funds
funds
Incoming Balance at Incoming Resources Transfers Balance at
resources 1 September resources expended 31 August
2019 2020
£ £ £ £ £ £
Donations 7,123 7,123 7,638 (6,674) (5,022) 3,065

The transfer of £5,022 related to the programme cost incurred in the previous financial year.

GIVE IT YOUR MAX

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 AUGUST 2020

17 Designated funds

The sum allocated to the designated reserves amounts to an estimate of the programme cost in addition to the salaries and other costs of running the Charity. At the balance sheet date this amounted to £458,185 (2019: £518,934). The remaining funds will be held in the general reserve and are to be used at the Trustees' discretion for opening more programmes and developing the Charity's objectives.

Balance at Transfers Balance at Transfers Balance at
1 September 1 September 31 August
2018 2019 2020
£ £ £ £ £
Coaching Programme 521,365 (2,431)
518,934
(60,749) 458,185
521,365 (2,431)
518,934
(60,749) 458,185
18 Analysis of net assets between funds
Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
2020 2020 2020 2019 2019 2019
£ £ £ £ £ £
Fund balances at 31
August 2020 are
represented by:
Tangible assets 590 - 590 787 - 787
Investments 418,239 - 418,239 427,048 - 427,048
Current assets/(liabilities) 82,838 3,065 85,903 134,581 7,123 141,704
501,667 3,065 504,732 562,416 7,123 569,539

19 Related party transactions

There were no disclosable related party transactions during the year (2019 : none) .